Clients of Financial Planning Associates, Inc., your 3rd quarter investment management reports are posted to your secure portal. Important milestones: Attached is a listing of certain important milestones for your reference. Coming soon: News and comments about human longevity, infinite/quantum computing, future transportation, equity indexed CDs and more! Read more →
Category: Investing
Another Good Quarter and HSA Info.
Second quarter investment management reports are now posted. It was a very good quarter for our investors. During the first half of 2021 all of our investment clients experienced positive growth. New clients should click the link below to view the path to the data, including the overview information and the quarterly reports which are located under the documents link.… Read more →
Just One Very Quick Note.
Our clients’ 1st quarter investment reports have been posted. Calendar quarter reports are posted under the Documents tab. You can also view your floating period returns daily by selecting the Client Account Login Overview tab from www.fpai.net. See example below. Read more →
Quick Note Regarding RMDs
RMDs waived for traditional IRA owners. Read more →
A Couple of Things.
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness…” I suppose this quote from Charles Dickens might well apply to any time in human history. It certainly seems to apply to now. For some this moment is good, for others not good. I recently heard… Read more →